Job Responsibilities:
The Senior Treasury Sales Officer (TSO) is responsible for managing all aspects of the treasury management relationship for a complex portfolio of current and prospective global clients in the Insurance, PayTech and other Non-Bank Financial Institution segments. He or she will partner with Corporate Bankers, Product, Compliance, Credit, Risk and Service partners to present optimal global solutions to meet client objectives.
Responsibilities include:
- Focus on responsible growth of new client relationships and expansion of existing relationships by identifying and cross selling our global payment solutions within a defined risk framework
- Accountable for responsible revenue and balance growth, profitability optimization, client planning, client calling, portfolio development, pricing strategy, proposal development and delivery for a dedicated client portfolio
- Maintain a strong client focus, industry expertise, client subsector expertise and a broad understanding of bank structures
- Lead, coach, develop Treasury Sales Analyst in day to day support of client deliverables
- Be a digital ambassador driving mobile, digital and real time payments adoption
- Manage and lead strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking and industry data analytics
- Maintain regular client interactions with on-site or virtual meetings, industry conferences, roundtables and client events
Job Qualifications:
- Successful history of direct and comprehensive treasury management sales experience
- Demonstrates the ability to identify, evaluate and articulate payment flows and potential associated risks for a complex/high risk client segments
- Demonstrates the ability to foster strong partnerships with the core team and the ability to build a sincere rapport with client contacts
- Effectively manages competing priorities in an organized fashion while maintaining a consistent level of client satisfaction
- Effectively manages risk while balancing the needs of the client, the team, and the bank
- Able to effectively work as an individual contributor as well as a close team member in a fast paced environment
- Broad and deep familiarity with global treasury management products, services and trends
- Strong Executive presence both internally/externally with ability to lead C- suite meetings
- Minimum 6 years of relevant experience in banking, treasury, and/or finance
- Ability to travel approximately 50% of the time
- B.S./B.A. degree or equivalent work experience
- Prior experience supporting Insurance, PayTech, Mortgage or other NBFI client segments and a Certified Treasury Professional certification or equivalent preferred
Skills:
- Account Management
- Business Development
- Client Management
- Client Solutions Advisory
- Customer and Client Focus
- Critical Thinking
- Portfolio Analysis
- Presentation Skills
- Relationship Building
- Sales Strategy
- Coaching
- Collaboration
- Oral Communications
- Prioritization
- Prospecting
1st shift (United States of America)